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S&P Global
SPGI

Overview Fund Activity

1,350 hedge funds and large institutions have $91.5B invested in S&P Global in 2021 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 541 increasing their positions, 416 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,350
Holders Change
+59
Holders Change %
+4.57%
% of All Funds
23.57%
Holding in Top 10
52
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+33.33%
% of All Funds
0.91%
New
143
Increased
541
Reduced
416
Closed
68
Calls
$998M
Puts
$916M
Net Calls
+$82.1M
Net Calls Change
+$2.88M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$716M
2
Capital World Investors
Capital World Investors
California
+$502M
3
Goldman Sachs
Goldman Sachs
New York
+$312M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$234M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$228M

Top Sellers

1
N
Natixis
France
-$131M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$119M
3
BMSSC
B. Metzler seel. Sohn & Co
Germany
-$104M
4
Ameriprise
Ameriprise
Minnesota
-$98.8M
5
SCP
Soroban Capital Partners
New York
-$96.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
501
Diversified Trust
Tennessee
$4.82M -$621K -1,513 -11%
FCI
502
Financial Counselors Inc
Kansas
$4.76M -$3.28K -8 -0.1%
YCMGA
503
York Capital Management Global Advisors
New York
$4.74M +$4.74M +11,552 New
KAS
504
Kestra Advisory Services
Texas
$4.74M +$80K +195 +2%
SAM
505
Sompo Asset Management
Japan
$4.7M -$49.3K -120 -1%
FFA
506
Fragasso Financial Advisors
Pennsylvania
$4.65M +$627K +1,528 +16%
BCM
507
Barometer Capital Management
Ontario, Canada
$4.63M +$4.63M +11,280 New
CT
508
Coastline Trust
Rhode Island
$4.63M +$263K +640 +6%
PDN
509
Pensionfund DSM Netherlands
Netherlands
$4.6M -$410K -1,000 -8%
CFG
510
Citizens Financial Group
Rhode Island
$4.58M -$57.9K -141 -1%
HA
511
Harbor Advisors
Florida
$4.52M – – –
MA
512
MUFG Americas
New York
$4.51M -$157K -383 -3%
Mercer Global Advisors
513
Mercer Global Advisors
Colorado
$4.51M +$1.64M +4,003 +57%
MGWM
514
Marks Group Wealth Management
Minnesota
$4.5M +$56.2K +137 +1%
NMIMC
515
Northwestern Mutual Investment Management Company
Wisconsin
$4.49M +$11.9K +29 +0.3%
DI
516
Diligent Investors
California
$4.47M – – –
KNW
517
Kesler Norman & Wride
Utah
$4.42M -$235K -547 -5%
TAMH
518
Taikang Asset Management (HK)
Hong Kong
$4.38M – – –
Wealthfront Advisers
519
Wealthfront Advisers
California
$4.28M +$618K +1,506 +17%
SAM
520
Sabadell Asset Management
Spain
$4.27M +$4.27M +10,399 New
VF
521
Vest Financial
Virginia
$4.25M +$989K +2,410 +30%
BCV
522
Banque Cantonale Vaudoise
Switzerland
$4.25M +$246K +599 +6%
CAM
523
Cozad Asset Management
Illinois
$4.2M +$2.18M +5,310 +108%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
524
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.2M -$514K -1,251 -11%
BFA
525
Brendel Financial Advisors
New Hampshire
$4.19M +$108K +264 +3%
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